Waterfield Advisors

Deep insights on wealth, investing, luxury & impact.

Curated by Waterfield Advisors | India’s pioneering wealth advisory firm for UHNIs and HNIs.

[Waterfield Advisors @WaterfieldAdv]

The US midterms have historically been good for equities. But with yields and oil elevated, will 2026 follow the same script?

We explore in detail here👇

[Waterfield Advisors @WaterfieldAdv]

Mid & small caps just had their worst week in nearly two years, as pressure from three global chokepoints reaches Indian portfolios at once.

This week's Weekly WInsights examines their impact and what could change after the US midterms.

�� Link in comments.

[Waterfield Advisors @WaterfieldAdv]

Watch this week’s breakdown here: https://t.co/UEhPiKJlT6

[Waterfield Advisors @WaterfieldAdv]

Mid & small caps just had their worst week in nearly two years, as pressure from three global chokepoints reaches Indian portfolios at once.

This week's Weekly WInsights examines their impact and what could change after the US midterms.

🔗 Link in comments.

[Waterfield Advisors @WaterfieldAdv]

Read the full interview with Mint here: https://t.co/CH7apUJ1hP

[Waterfield Advisors @WaterfieldAdv]

Developed markets are starting to look more attractive than India.

Riddhiman Jain, our MD & Head - Investment Strategy and Solutions, shares his perspective with @livemint on what's drawing foreign capital away, the impact of oil and why markets could remain volatile & uneven👇

[Waterfield Advisors @WaterfieldAdv]

👉 On the second-order impact of oil prices

“Q1 saw little to no impact, so Q2 & Q3 will be key for inflation. The bigger question is whether companies can pass higher costs on to consumers. It’s likely to play out sectorally, with the base effect weighing on growth from Q3.”

[Waterfield Advisors @WaterfieldAdv]

Foreign selling has eased, IT has staged its strongest weekly rally in years, and an unexpected debate around removing LTCG on equities has entered the conversation.

But are these just short-term positives or are the conditions for a market comeback beginning to fall into place?

[Waterfield Advisors @WaterfieldAdv]

WInsights Digest 5 | Endorsements to Equity: https://t.co/7N6HK3MWql

[Waterfield Advisors @WaterfieldAdv]

Celebrities have long helped brands build value, often without owning a share of what they helped create. That equation is beginning to change.

In the latest edition of WInsights Digest, we mapped this evolution across three stages:

i. Equity-linked endorsements,
ii. Building and operating businesses, and
iii. Owning long-term assets such as sports franchises.

What's interesting is how the economics change at each stage.

An endorsement generates income. Equity offers a share in the value a business creates. And long-term ownership opens up opportunities for wealth creation beyond immediate earnings.

Several factors are accelerating this shift, from the rise of D2C brands and social media as a distribution channel to the growing involvement of family offices in managing celebrity wealth.

But ownership also introduces a different set of risks, including concentration, governance and the complexities of running a business.

🔗 Read the full newsletter for more insights. Link in comments

[Waterfield Advisors @WaterfieldAdv]

The US midterms have historically been good for equities. But with yields and oil elevated, will 2026 follow the same script?

We explore in detail here👇

[Samit Vartak CFA @SamitVartak]

Was wonderful to be on podcast @WaterfieldAdv with @SaminaNalwala. Discussed many fun filled and investments related topics with examples. Hope you find some value.

Masterclass on Investing Like a Professional ft. Samit Vartak | Capital ... https://t.co/D1x02sYt2W via @YouTube

[Waterfield Advisors @WaterfieldAdv]

The most dangerous words a promoter can say to an investor? “The story is just starting.”

That’s just one of @SamitVartak’s candid takes in our latest episode of Capital Conversations, as we put the Founder & CIO of SageOne Investment Managers on the spot👇

[Waterfield Advisors @WaterfieldAdv]

What does it really take to invest like a professional?

In our latest episode of Capital Conversations, @SamitVartak, Founder & CIO of SageOne Investment Managers, joins us for a masterclass on investing like a professional.

Drawing on over 14 years of experience, Samit shares how he built a strong track record across strategies by focusing on high-quality small and mid-cap businesses.

Some key takeaways:

i. How early mistakes shape your approach to risk.
ii. Why bottom-up, sector-agnostic investing outperforms consensus-driven stock picking.
iii. The three ingredients of a multi-bagger: low valuations, strong earnings growth, and the discipline to hold.
iv. Why rebalancing, cutting losses quickly and protecting capital matter in downturns.

🔗 Watch the full episode on Waterfield’s YouTube channel. Link in comments.

[Waterfield Advisors @WaterfieldAdv]

Watch the full episode now:

https://t.co/DB1M2zsUDZ

[Waterfield Advisors @WaterfieldAdv]

The most dangerous words a promoter can say to an investor? “The story is just starting.”

That’s just one of @SamitVartak’s candid takes in our latest episode of Capital Conversations, as we put the Founder & CIO of SageOne Investment Managers on the spot👇

[Waterfield Advisors @WaterfieldAdv]

7/ Have you exceeded your expectations?

“Absolutely! Never in my wildest dreams did I expect that I would be managing this kind of money.”